September 27, 2026
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Is the AI Bubble About to Be Tested? Patrick Boyle on Anthropic’s $2 Trillion IPO, TAM Inflation, SB Energy’s Unbuilt Data Centers, Circular AI Financing, and Why Nvidia Looks Cheap
Anthropic is reportedly preparing to go public at a valuation of around $2 trillion, roughly the combined size of the ten biggest tech IPOs in history, at the…
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Jane Street Explained: How a Secretive No-CEO Trading Firm Made $39.6 Billion, Trained Sam Bankman-Fried, and Ended Up in India’s Biggest Market Manipulation Case
Jane Street made $39.6 billion from trading in 2025, more than JPMorgan or Goldman Sachs, with roughly 3,500 employees and no CEO. Jane Street: The $40 Billion Ghost…